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PDS Planning’s Lockheed Martin LMT Stock Holding History

PDS Planning’s Portfolio LMT Stock Details LMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.12M Buy
1,861
+61
+3% +$37.6K 0.07% 121
2025
Q4 		$871K Buy
1,800
+24
+1% +$11.5K 0.06% 156
2025
Q3 		$887K Sell
1,776
-112
-6% -$50.8K 0.06% 147
2025
Q2 		$874K Buy
1,888
+150
+9% +$70.2K 0.07% 144
2025
Q1 		$776K Buy
1,738
+241
+16% +$111K 0.07% 143
2024
Q4 		$728K Buy
1,497
+40
+3% +$21.8K 0.06% 129
2024
Q3 		$852K Buy
1,457
+14
+1% +$7.52K 0.08% 116
2024
Q2 		$674K Buy
1,443
+41
+3% +$18.9K 0.07% 125
2024
Q1 		$638K Buy
1,402
+60
+4% +$26.3K 0.07% 129
2023
Q4 		$608K Buy
1,342
+4
+0.3% +$1.77K 0.07% 118
2023
Q3 		$547K Sell
1,338
-79
-6% -$35K 0.07% 120
2023
Q2 		$652K Buy
1,417
+53
+4% +$24.6K 0.08% 105
2023
Q1 		$645K Buy
1,364
+269
+25% +$126K 0.09% 99
2022
Q4 		$533K Buy
1,095
+41
+4% +$19.1K 0.09% 91
2022
Q3 		$407K Sell
1,054
-58
-5% -$24.2K 0.07% 98
2022
Q2 		$478K Buy
1,112
+51
+5% +$22.4K 0.09% 97
2022
Q1 		$468K Buy
1,061
+129
+14% +$52.3K 0.08% 99
2021
Q4 		$331K Buy
932
+28
+3% +$9.68K 0.06% 128
2021
Q3 		$312K Buy
904
+101
+13% +$36.6K 0.07% 126
2021
Q2 		$304K Buy
803
+83
+12% +$31.9K 0.07% 125
2021
Q1 		$266K Sell
720
-26
-3% -$8.92K 0.08% 122
2020
Q4 		$265K Buy
746
+28
+4% +$10.3K 0.09% 118
2020
Q3 		$275K Sell
718
-338
-32% -$129K 0.11% 101
2020
Q2 		$385K Buy
+1,056
New +$399K 0.17% 74
2020
Q1 		– Sell
-643
Closed -$250K – 107
2019
Q4 		$250K Buy
643
+91
+16% +$34.9K 0.16% 82
2019
Q3 		$215K Buy
+552
New +$208K 0.15% 83

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PDS Planning's LMT Position: Q1 2026 in Review

PDS Planning increased its Lockheed Martin (LMT) stake by 3.4% in Q1 2026, buying an estimated $37.6K and bringing the position to 1,861 shares worth $1.12M. The position accounts for 0.07% of the portfolio, ranked #121.

PDS Planning first reported a position in LMT in Q3 2019 and has held it in 26 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • PDS Planning held 1,861 shares of Lockheed Martin worth $1.12M as of Q1 2026.
  • PDS Planning bought 61 Lockheed Martin shares in Q1 2026, an estimated $37.6K.
  • Lockheed Martin made up 0.07% of PDS Planning's portfolio in Q1 2026, its #121 holding.
  • PDS Planning first reported a position in Lockheed Martin in Q3 2019 and has held it in 26 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.